Grayling Peak Software / BG-Demo – Demo
Callcompleted
Grayling Peak Software · 5 May 2026 17:15
Grayling Peak Software saw the brain on its own HubSpot, Zendesk and email data. Mackenzie Pruett said it was what they needed and agreed to move forward. Jordan Pike is to send the order form and MSA.
What was said
What this says
As at Fri 9 Oct 2026Grayling Peak Software saw the brain on its own HubSpot, Zendesk and email data. Mackenzie Pruett said it was what they needed and agreed to move forward. Jordan Pike is to send the order form and MSA.
What happened: Theo Gallagher ran a live query across HubSpot and Zendesk in two to three seconds. Mackenzie and Sierra asked about saved queries, access for Sierra, data freshness and implementation.
Customer view: Mackenzie said the brain was what they needed and asked when they could start. Sierra asked whether she could use it herself and what support follows launch.
Commercial: The pitch was Starter, with four weeks of implementation and a six-month CSM check-in. Jordan said the order form and MSA would follow, and the timing could be June or sooner.
Watch: The call does not show a signed order form, so this is an open sale. Sierra's question about post-launch support is the point to answer early.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Jordan Pike to send the order form and MSA to Mackenzie Pruett.
- Theo Gallagher to run the four-week Starter implementation once the order form is signed.
Risks
As at Fri 9 Oct 2026- The call does not show an executed order form, so the sale stays open until the order form and MSA are signed.
- Sierra asked what happens after launch, and Starter offers only a six-month check-in.
Opportunities
As at Fri 9 Oct 2026- Saved and scheduled queries plus Sierra as a second user point to usage growing beyond the first team.
- A well-run Starter launch could lead to a later Growth conversation.
Transcript
Jordan PikeMackenzie, Sierra, great to see you. Theo's one of our solutions engineers, he's going to walk you through the brain on your actual HubSpot and helpdesk data.
Mackenzie PruettYeah, we're excited. Let's see what this actually looks like.
Theo GallagherRight. I'm sharing my screen. So this is the query interface, you see the search box on the left. I've built a test environment from your HubSpot, your Zendesk tickets and your email. Let me ask a real question. I'm going to search for all your ski-school customers in Colorado who have opened two or more support tickets about booking functionality in the last thirty days, and I want to see their renewal dates in HubSpot and any notes your team has left.
Sierra ValdezHow fast is that?- Theo GallagherTwo, three seconds. And normally you'd be opening HubSpot, searching for notes, then opening Zendesk, filtering, copying things into a spreadsheet. Instead you get one answer.
- Mackenzie PruettCan we save these queries? Like if we want to run this every week?
- Theo GallagherYes. You can save queries, you can export results, you can even schedule them to run automatically and email you the results.
- Sierra ValdezWould I be able to use this?
- Theo GallagherAbsolutely. You'd be a user. You could ask your own questions, which customers are using feature X, which ones haven't logged in for sixty days. You wouldn't need someone else running queries for you.
- Mackenzie PruettHow current is the data?
- Theo GallagherTo be precise, every morning by seven your time we pull fresh data from HubSpot, Zendesk and your email. So this morning's data is ready when you start work.
- Mackenzie PruettAnd the implementation, how does that work?
- Theo GallagherFour weeks for Starter. Week one I'll get read access to HubSpot and Zendesk, confirm your schema. Weeks two and three I build the connectors and do testing. Week four is your team training on the interface and we go live.
- Jordan PikeAnd it runs inside your Snowflake account, so your data never leaves your infrastructure.
- Sierra ValdezWhat if we have questions after we launch?
- Theo GallagherOn Starter you get a six-month check-in with one of our CSMs. We review usage and answer any questions you've got.
- Mackenzie PruettI think this is what we need. When could we start?
- Jordan PikeWhenever you're ready to sign. Could be June, could be sooner. I'll send over the order form and MSA.
- Mackenzie PruettPerfect. Let's move forward.
- Jordan PikeCheers. I'll send the docs over and we'll get you live in four weeks.